How to create a custom item in asset management ?

Stephane_Bouillon

Hi, I want to manage a list of customers with forms similar to the ones used in asset management. These customers are linked to a location already defined in asset management. There can be 0 to n customers per location. I just need a simple CRUD form to create/update a Customer and link it to a location. Can anybody give me a hint as to where to start ?

Justin_Workman

It sounds like you want to define a custom class for your Customer.  This can be accomplished with the SCSM Authoring Tool.  Once you've built the class and imported the MP, the console will provide you with a basic form for CI editing.  You can also view/edit your class in the portal, but you'll have to build a custom form.

Stephane_Bouillon

Thanks Justin, using the Authoring tool, I created an MP for my company called CompanyName.CustomAssets containing a class called Institution (base class is configuration item) for which I have created a few string properties. I saved all files and imported the (unsealed) management pack. The item does not show up in the SCSM console under Asset Management Administration. I expected to see a "Create Institution" command in the tasks pane. How can I create an Institution instance using the SCSM console ?

Justin_Workman

Well...I realized after I instructed you to create a class, that there won't be a task for creating an instance .  You can use an Asset Import connector to create the Institutions from a CSV?

Stephane_Bouillon

Yes, I could do that to do an initial upload, but what I'm really needing is a web form that I can hand over to a business user to manage the data of the Institutions.

Justin_Workman

That can be done.  Did you also build a Type Projection for your custom class?

Stephane_Bouillon

Euhh, what is a type projection ?

Justin_Workman

This might help:
https://marcelzehner.ch/2011/07/30/sample-mp-relation-between-classes-type-projections-views-and-forms/

Having a Type Projection will let you use it in views in the console and also allow you to use the portal API to save and edit instances of your custom class.

Stephane_Bouillon

Hi, I also found this that does what need: https://www.youtube.com/watch?v=QRWRKL6zA5k

Stephane_Bouillon

I created a custom configuration Item class now for an "Institution" (a B2B Customer). An institution is served by one of our locations (retail point of sale) and a key account manager. All I want to do now is create the custom form to be used in the portal, where I can create and update an institution and link it to the key account manager user and the location that will serve the customer.  Does anybody have pointers for that ?

Peter_Miklian

Stephane_Bouillon and @Justin_Workman, any news about this?

We have custom object 'Server' with some specific attributes/relations in separate management pack, too. We created Form using the Authoring tool so analysts can create/edit Server, they can see list of them (View promoted to portal) but are not able to create/edit those records. Any ideas? Thank you.

Stephane_Bouillon

Version 9 of the portal supports this scenario. I haven't yet implemented it though. See https://support.cireson.com/KnowledgeBase/View/2433#/

Stephane

Justin_Workman

@Peter_Miklian - @Stephane_Bouillon is correct.  Version 9.x supports the ability to view and edit custom CI classes.  We'll be discussing these concepts in a Free Training Friday next week if you can attend:
https://community.cireson.com/discussion/4913/check-out-our-free-training-friday-webinar#latest

Peter_Miklian

 @Stephane_Bouillon and @Justin_Workman - that is great! My colleague @Gabriel_Lences just sent me video which I tried to reproduce in our lab environment: https://www.youtube.com/watch?v=70DqBEojZmI

I was able to show list of our 'Servers' and Edit chosen item. Field labels seem quiet bad but I think that layout of this form can be edited (https://support.cireson.com/KnowledgeBase/View/51#/) and 'Create new Server' task added (https://support.cireson.com/KnowledgeBase/View/52#/), too, but it requires more skills than I currently have Maybe we'll try to work with it somehow and could achieve user friendly design  Thank you both once again!

Peter_Miklian

@Stephane_Bouillon on and @Justin_Workman could you please advise: my Server object has some related items: hardware asset (=host/vCenter where server is running) and AD users or groups (app owners, OS admins, ...)

My OData Table widget is displaying those related HW assets but leaves empty AD users. I've chosen Target*DisplayName (see attachment).

What could be wrong? Or is there any problem with AD user class? Thanks.

https://us.v-cdn.net/6026663/uploads/481/3TBWNPNFYPY0.png

Roman_Nepomniashchii

https://community.cireson.com/discussion/4516/how-to-create-a-custom-item-in-asset-management

Could you create a CI via the site?

Peter_Miklian

I hope somebody is still reading this discussion :)

We need to have list of servers (our custom object) with their owners (relations to AD users) published in portal in any way (promote view, OData, ...) but we need to edit those 'servers' when clicking given item. Is it possible to achieve this? It's no problem to edit CIs but what about relations? Thanks.

Justin_Workman

@Peter_Miklian , If you have a portal form for the server CI, you can definitely change the relationships. You may also need a type projection to bind the relationships. You can go to Admin Settings-> Group Settings to configure the form and link it to a type projection that has your relationship as a component.

Ryan_Kennedy1

https://community.cireson.com/discussion/comment/16572#Comment_16572

Hi @Justin_Workman , are you able to explain how this is done? I've created a custom class / pretty sure I know how to create a grid view for the existing entries / be able to click in to / edit existing ones but need a form on the portal to be able to create new instances within that class. Thanks.